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Adam R

Series 63, Series 66

Fort Myers, FL

Guardian Life

Adam Redenshek is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Guardian Life Insurance Co of America since 2009. Outside of his primary roles, he is involved in the sale of non-Guardian fixed life and health insurance policies. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jerry H

Series 63, Series 65

Fort Myers, FL

Guardian Life

Jerry Hemmer is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2007. Outside of his advisory work, Hemmer serves as president of Jayden's Journey Incorporated and operates a boat charter business, HK Global Adventures, LLC. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a variety of proprietary and third-party investment programs and integrated account-level solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Keith S

Series 66

Fort Myers, FL

Guardian Life

Keith Smith is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Alliance Financial Group, InStride Health, Lee Health, Graybar Electric, and the University of Central Florida. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life that provides brokerage, financial planning, and retirement plan consulting services to individuals, charitable organizations, and corporate clients. The firm offers a combination of proprietary and third-party investment advisory programs and features both discretionary and non-discretionary advisory relationships.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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William Jeffrey T

ChFC®, Series 63

Fort Myers, FL

Guardian Life

William Jeffrey Traum is a financial advisor with Primerica Advisors in Fort Myers, FL, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2013. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, financial planning, and various investment programs utilizing proprietary and third-party strategies across multiple asset classes.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Steven P

Series 66

Fort Myers, FL

Guardian Life

Steven Phillips is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 17 years of industry experience. He has been with Guardian Life Insurance Co of America and Park Avenue Securities since 2009. Outside of his advisory role, Phillips is a board member of the SWFL Free Pain Clinic and operates tax and accounting services through his CPA businesses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs, including digital and model portfolio solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Glen V

ChFC®, Series 63

Fort Myers, FL

Guardian Life

Glen Van Derzee is a financial advisor with Primerica Advisors and holds the ChFC® designation along with a Series 63 license. He has 51 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. He is also involved with Coordinated Resources of Buffalo, Inc., which provides life, health, and group insurance products. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Eliot S

Series 66

Fort Myers, FL

Guardian Life

Eliot Sokalsky is a financial advisor with Primerica Advisors in Fort Myers, FL, holding a Series 66 designation and over 20 years of industry experience. He has been affiliated with Primerica Advisors and Guardian Life Insurance Co of America since 2008. Outside of his advisory role, he provides financial education programs for medical students and works as a consultant and coach within the financial services industry. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering a range of brokerage and advisory services supported by proprietary and third-party investment strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Richard P

Series 63, Series 65

Fort Myers, FL

Guardian Life

Richard Pope is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Guardian Life Insurance and Primerica Advisors, with recent roles at Park Avenue Securities and Guardian Life Insurance. He is also the author of the book *P.O.P.E. The Principles of Prosperity Economics*. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types and supporting features such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Stacey S

Series 65, Series 63

Fort Myers, FL

Guardian Life

Stacey Schall is a financial advisor with Guardian Life and Park Avenue Securities holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked at Park Avenue Securities since 2017 and Guardian Life Insurance since 2015. Schall is also involved in the sale of life insurance products outside of Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs including a digital advisory solution.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Shane S

ChFC®, Series 66

Fort Myers, FL

Guardian Life

Shane Stelma is a ChFC® and holds a Series 66 license, currently affiliated with Primerica Advisors. He has four years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Burke, Warren, MacKay & Serritella P.C. In addition to his advisory work, he is involved in offering insurance products outside of those provided by Guardian and its subsidiaries. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a combination of proprietary and third-party investment strategies across various platforms and supports a range of account-level services, including lending and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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James C

Series 66

Fort Myers, FL

Guardian Life

James Carter is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities since 2021. Outside of his advisory role, he operates an e-commerce business selling goods online. Park Avenue Securities, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using a combination of proprietary and third-party investment strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Scott Z

Series 66

Fort Myers, FL

Guardian Life

Scott Zedeker is a financial advisor with Primerica Advisors in Fort Myers, FL, holding a Series 66 credential and four years of industry experience. He has worked at Park Avenue Securities since 2021 and Guardian Life Insurance since 2020. Outside of finance, he is involved in local businesses including a hair salon and a coffee shop in Fort Myers. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and retirement planning. The firm manages accounts using various strategies and supports features such as securities-based lending and tax harvesting.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Brian S

ChFC®, Series 63, Series 65

Fort Myers, FL

Guardian Life

Brian Simon is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 20 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2005. Outside of his advisory role, Simon is involved in community activities including serving as Treasurer for the Jewish Federation of Lee and Charlotte Counties and as Vice President of Finance and Building for Temple Judea. He also owns Youth Sports Southwest Florida, a newsletter and website promoting youth sports in the region. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a variety of proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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John N

ChFC®, Series 63

Fort Myers, FL

Guardian Life

John Nastasi is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2005. Outside of his advisory role, he is a musician who performs regionally, serves as music director at Our Lady of Lourdes church in Venice, Florida, and participates in a music partnership that provides entertainment to assisted living venues. He also serves on the board of a nonprofit Free Pain Clinic. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Adam Z

Series 66

Fort Myers, FL

Guardian Life

Adam Zimmerman is a financial advisor with Primerica Advisors who holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Ferguson Enterprises, and Lake Aurora Christian Camp, as well as experience in full-time education and the food service industry. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael T

Series 63, Series 66

Fort Myers, FL

Guardian Life

Michael Tisch is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, Tisch is involved in business consulting through SWAG Business Consulting, which supports business owners and professional athletes in organizing their personal lifestyles, and he is a passive owner of a full-service salon in Tampa. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs that include proprietary and third-party strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael K

Series 66

Fort Myers, FL

Guardian Life

Michael Kochis is a financial advisor with Guardian Life in Fort Myers, FL, holding a Series 66 designation and over 40 years of industry experience. He has been with Guardian Life since 1984 and has worked at the firm in its current form since 1999. Outside of his advisory role, he operates HK Global Adventures, LLC, a boat charter business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individual and institutional clients with brokerage, financial planning, and investment advisory services. The firm offers a range of advisory programs including discretionary and non-discretionary options utilizing both proprietary and third-party models.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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William F

Series 66

Fort Myers, FL

Guardian Life

William Franz is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently associated with Park Avenue Securities and Guardian Life Insurance, where he has worked since 2017, and previously worked with Primerica Advisors and Guardian Life Insurance from 2010 to 2017. Outside of his advisory roles, he serves as a board member for the Miramonte Homeowner Association and the Grey Oaks Property Owners Association. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies, and provides a range of financial planning and consulting solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Bart S

Series 66

Fort Myers, FL

Guardian Life

Bart Singleton is a financial advisor with Primerica Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory work, he is involved with Doctors Student Loan Care, assisting individuals with repayment options. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a mix of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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